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DOCSA CAPITAL MANAGEMENT, INC.
CRD 124302
8080 MOORSBRIDGE RD, SUITE 200, PORTAGE, MI, 49024, United States
Phone
269-488-2322
Fax
269-488-2355
Registration
— (—)
Source
State registered
Total AUM
$95.4M
Discretionary AUM
$93.5M
Team
3 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOME PROJECT QUOTES MAY HAVE BOTH FIXED FEES AND HOURLY RATE.
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $16.6M |
| High net worth individuals | 28 | $78.6M |
| Corporations/business entities | 1 | $266K |
All web addresses on file
Official SEC filing: View on IAPD